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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
John Clouden (CRD# 2563999) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in West Seneca, NY and has over 29 years of experience in the finance industry.
Timothy Clouden (CRD# 5521521) is an Investment Advisor Representative working at Lpl Financial LLC in Orchard Park, NY and has over 15 years of experience in the finance industry.
Shawn Connolly (CRD# 4144056) is an Investment Advisor Representative working at Lpl Financial LLC in Buffalo, NY and has over 23 years of experience in the finance industry. Shawn Connolly has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jeffrey Converse (CRD# 5686771) is an Investment Advisor Representative working at Hsbc Securities (usa) Inc. in Buffalo, NY and has over 14 years of experience in the finance industry.
Laura Cooley (CRD# 4867748) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Buffalo, NY and has over 19 years of experience in the finance industry.
Carolyn Daigler (CRD# 6399782) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Buffalo, NY and has over 9 years of experience in the finance industry.
Karyn Dallas (CRD# 2907231) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Buffalo, NY and has over 23 years of experience in the finance industry.
Laura Dealy (CRD# 2292722) is an Investment Advisor Representative working at Manning & Napier Advisors, LLC in Springville, NY and has over 31 years of experience in the finance industry.
Ian Deluke (CRD# 4969048) is an Investment Advisor Representative working at Morgan Stanley in Buffalo, NY and has over 14 years of experience in the finance industry. Ian Deluke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Caitlin Derose (CRD# 6034660) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in West Seneca, NY and has over 11 years of experience in the finance industry.